212x Filetype XLSX File size 0.17 MB Source: kdwcatering.com
Sheet 1: Hello!
Congratulations! You're one step closer to managing your event like a PROl! Leverate this helpful template as way to keep track of all of the little things that are needed as you are planning your evnet. While our KDW Events Coordinator does provide comprehensive event plannning or can serve as a simple guide to answer your questions along the way, we also find that some clients really like to have to have a resource that they can use on their end as well. Therefore, we offer you this event planning resource at no cost! | |||||||||
The templates are broken into short term and medium term lead times. You'll find separate tabs for events held with 14 days notice, 90 days notice and 6 months notice. | |||||||||
As no two events are the same, please make sure you review the templates against your own event needs. This template is completely editable so feel free to change, delete or add things as you deem fit for your event. | |||||||||
EVENT PLANNING TEMPLATE | |||||||||||||||||||||
6 MONTH LEAD TIME | |||||||||||||||||||||
Event Title: | [INSERT HERE] | ||||||||||||||||||||
Date of Event: | [INSERT HERE] | ||||||||||||||||||||
Time of Event: | [INSERT HERE] | ||||||||||||||||||||
Location of Event: | [INSERT ADDRESS HERE] | ||||||||||||||||||||
Event Organiser and Contact No. | [INSERT HERE] | ||||||||||||||||||||
Today's Date: | Sunday August 14, 2022 | ||||||||||||||||||||
CATEGORY | TASK | RESPONSIBILITY | DUE DATE | COMPLETED (Y/ N?) | NOTES | ||||||||||||||||
4-6 MONTHS UNTIL THE EVENT | |||||||||||||||||||||
The Event | Define purpose of the event | ||||||||||||||||||||
The Event | Define event format (eg cocktail party, awards night etc) | ||||||||||||||||||||
The Event | Define theme or "vibe" | ||||||||||||||||||||
The Event | Identify audience demographics | ||||||||||||||||||||
The Event | Set date | ||||||||||||||||||||
The Event | Prepare budget spreadsheet. Allocate costs for MC/Speaker, entertainment, flights/ accommodation/transfers, AV/ lighting, venue hire, catering, marketing, gifts, theming etc | ||||||||||||||||||||
The Event | Identify stakeholders | ||||||||||||||||||||
The Event | Prepare guest list | ||||||||||||||||||||
The Event | Based on venue and pax attending, is extra security required? If yes, engage specialist security contractor | ||||||||||||||||||||
Venue | Investigate venue options (availability, capacity, cost, is catering available, AV/lighting/staging provisions, parking etc) | ||||||||||||||||||||
Venue | Book venue, sign contract and pay deposit | ||||||||||||||||||||
Venue | Confirm venue layout/ floor plan options | ||||||||||||||||||||
Venue | Know the space – does it have ceiling rigging; do you need to block out any light? | ||||||||||||||||||||
Venue | Is there on-site catering available? If not, is external catering required? | ||||||||||||||||||||
Catering | Define catering requirements/ service style (eg canapes, sit down meal etc) | ||||||||||||||||||||
Catering | Can this be provided by the venue in-house? If yes, select a menu | ||||||||||||||||||||
Catering | If no, make inquiries with external caterers. Confirm menu options, availability, cost, logistics for food preparation etc | ||||||||||||||||||||
Catering | Book caterer, sign contract and pay deposit | ||||||||||||||||||||
MC/Speaker | Confirm if MC/ Speaker is required | ||||||||||||||||||||
MC/Speaker | Create an MC / Speaker shortlist (nominating first, second and third preferences etc) | ||||||||||||||||||||
MC/Speaker | Engage Speakers Bureau to manage talent | ||||||||||||||||||||
MC/Speaker | Confirm availability and total cost (including travel/accommodation/ transfers/ F&B rider requirements etc) | ||||||||||||||||||||
MC/Speaker | Engage Speakers Bureau or MC/ Speaker direct through a contract and pay deposit | ||||||||||||||||||||
Entertainment | Decide if entertainment is required. Options may include roving, magician, comedian, live band, musician, DJ, impersonator etc. Single or multiple entertainers? | ||||||||||||||||||||
Entertainment | Is a Welcome to Country required? | ||||||||||||||||||||
Entertainment | Confirm entertainer short list | ||||||||||||||||||||
Entertainment | Engage a Talent Agency to manage the entertainer | ||||||||||||||||||||
Entertainment | Confirm availability and total cost (include travel/accommodation/ transfers/ F&B rider costs etc) | ||||||||||||||||||||
Entertainment | Engage Talent Agency/entertainer through a contract and pay deposit | ||||||||||||||||||||
Entertainment | Obtain Tech Rider from musician/ entertainer/live band (contains av/ lighting/backline/ staging requirements etc) | ||||||||||||||||||||
AV/Lighting/Staging | Determine what AV/lighting/staging is provided by the venue (PA, microphone system (lapel or handheld), lighting, video, projection screens, staging lectern etc) | ||||||||||||||||||||
AV/Lighting/Staging | Make a list of A/V equipment needed by all presenters and entertainers, and cross check against venue capabilities | ||||||||||||||||||||
AV/Lighting/Staging | Hire additional AV/lighting/staging if required through external A/V supplier. Sign contract and pay deposit | ||||||||||||||||||||
AV/Lighting/Staging | Book Backline, sign contract and pay deposit | ||||||||||||||||||||
Promotion/ Signage | Prepare branding for the event | ||||||||||||||||||||
Promotion/ Signage | Design and create invitations (or brief your PR/ad agency who can do this for you) | ||||||||||||||||||||
Promotion/ Signage | Send invitations to guests | ||||||||||||||||||||
Promotion/ Signage | Promote your event as required through your company website, email and social media, keeping all design elements consistent | ||||||||||||||||||||
Promotion/ Signage | Determine whether sponsorship is required, and whether additional sponsors are needed. | ||||||||||||||||||||
1-3 MONTHS UNTIL THE EVENT | |||||||||||||||||||||
The Event | Develop risk assessment plan (eg emergency exits, emergency contacts, first aid, security needed?) | ||||||||||||||||||||
The Event | Ensure Insurance Certificates are up to date eg public liability insurance | ||||||||||||||||||||
The Event | Photography – hire a professional photographer or ask a colleague with good photography skills and a great camera | ||||||||||||||||||||
Venue | Confirm how guests will access the venue eg public transport, paid parking etc. Make arrangements for special transport if required eg bus | ||||||||||||||||||||
Venue | Organise decorations for the room and table centrepieces as required. Do you have in-house decorations, can you hire them or will you need to go shopping to buy these? Or do you have budget for a third-party who can provide this for you? |
||||||||||||||||||||
Venue | Confirm seating/ table requirements. Hire furniture if needed eg cocktail tables | ||||||||||||||||||||
Venue | Are the toilet facilities adequate for number of people attending? If not, arrange for portable or additional toilets. | ||||||||||||||||||||
Venue | Confirm green room facilities. Are they sufficient for the talent? Will they need to share? | ||||||||||||||||||||
Catering | Employ wait staff if required | ||||||||||||||||||||
Catering | Hire glassware and crockery if required | ||||||||||||||||||||
Catering | Confirm menu with the venue/ caterer | ||||||||||||||||||||
MC/Speaker | Book flights/ accommodation/ transfers as required. Send itinerary to the MC/ Speaker | ||||||||||||||||||||
MC/Speaker | Obtain F&B rider (includes all meals/refreshments during the event and for the green room). Identify any special dietary requirements and confirm with caterer | ||||||||||||||||||||
MC/Speaker | Brief the Speaker - confirm corporate goals, event format, audience, key messages, any no no's | ||||||||||||||||||||
MC/Speaker | Obtain biography and any preferred introduction for use at the event | ||||||||||||||||||||
MC/Speaker | Confirm any AV/Lighting requirements - lectern, handheld -v- lapel microphone etc | ||||||||||||||||||||
Entertainment | Book flights/ accommodation/ transfers as required. Send itinerary to the entertainer | ||||||||||||||||||||
Entertainment | Obtain F&B rider (includes all meals/refreshments during the event and for the green room). Identify any special dietary requirements and confirm with caterer | ||||||||||||||||||||
Entertainment | Confirm costume/ attire - does it fit with event theme? Adjust if required | ||||||||||||||||||||
AV/Lighting/Staging | Have the musician/ entertainer speak with the venue's AV technician to confirm AV/lighting details | ||||||||||||||||||||
AV/Lighting/Staging | Book additional equipment from A/V supplier if required (screens, speakers, microphones, projectors etc) | ||||||||||||||||||||
Promotion/ Signage | Prepare directional and welcome signage, lanyards and corporate banners as required. Confirm branding/graphics/content | ||||||||||||||||||||
Promotion/ Signage | Send directional and welcome signage to printer | ||||||||||||||||||||
3-4 WEEKS UNTIL THE EVENT | |||||||||||||||||||||
The Event | Collate RSVPs to determine likely number of guests | ||||||||||||||||||||
Venue | If required, determine a seating plan eg for sit down dinner | ||||||||||||||||||||
Venue | Ensure adequate staff are available from the venue, or within your company to assist with the running of the event | ||||||||||||||||||||
Venue | Confirm whether separate VIP/stakeholder access and/or parking is required. If so, arrange with venue and notify guests | ||||||||||||||||||||
Run Sheet | Prepare a draft Production Run Sheet to define the movements and actions of all suppliers and staff in the lead-up to the event | ||||||||||||||||||||
Run Sheet | Prepare a draft Event Run Sheet for the event, outlining items such as venue access, bump in/out schedule/ meal service times/ entertainment schedule etc | ||||||||||||||||||||
Run Sheet | Schedule MC/Speaker/Entertainer meal times to coincide with break times | ||||||||||||||||||||
Run Sheet | Confirm soundcheck/ rehearsal time with MC/Speaker/Entertainer | ||||||||||||||||||||
MC/Speaker | Allocate Green room and confirm access timing | ||||||||||||||||||||
MC/Speaker | Purchase gifts for the MC/ Speaker if required | ||||||||||||||||||||
Entertainment | Allocate a green room and confirm access time. Prepare a Green Room Access Schedule if talent are sharing the Green Room | ||||||||||||||||||||
2 WEEKS UNTIL THE EVENT | |||||||||||||||||||||
Venue | Confirm loading dock logistics for caterers, talent etc to bump in/out | ||||||||||||||||||||
The Event | Update RSVP's to confirm final numbers | ||||||||||||||||||||
The Event | Print name tags if required | ||||||||||||||||||||
Run Sheet | Update Production and Event run sheet as required and distribute to all parties | ||||||||||||||||||||
Catering | Confirm bump in time (ie catering arrival) | ||||||||||||||||||||
Catering | Confirm loading dock availability and access arrangements | ||||||||||||||||||||
Catering | Provide floor plan, run sheet and contact for the day | ||||||||||||||||||||
Catering | Confirm final pax attending, and any special dietary requirements (guests and talent) | ||||||||||||||||||||
MC/Speaker | Provide floor plan, run sheet and contact for the day | ||||||||||||||||||||
MC/Speaker | Confirm parking/ transfer information as required | ||||||||||||||||||||
Entertainment | Provide floor plan, run sheet and contact for the day | ||||||||||||||||||||
Entertainment | Confirm parking/ transfer information as required | ||||||||||||||||||||
AV/Lighting/Staging | Arrange loading dock for additional AV to be delivered to venue (if required) | ||||||||||||||||||||
1 DAY UNTIL THE EVENT | |||||||||||||||||||||
The Event | Finalise parking arrangement for talent and contractors with the venue. Notify contractors accordingly | ||||||||||||||||||||
Run Sheet | Make any final adjustments to the run sheet and distribute | ||||||||||||||||||||
AV/Lighting/Staging | Undertake sound check prior to event | ||||||||||||||||||||
DAY OF THE EVENT | |||||||||||||||||||||
Run Sheet | Communicate last minute run sheet changes as needed | ||||||||||||||||||||
Set Up | Room set up (tables, chairs, lectern, AV, lighting, lectern etc) | ||||||||||||||||||||
Set Up | Prepare registration desk (if required) | ||||||||||||||||||||
Set Up | Display name tags | ||||||||||||||||||||
Set Up | Signage placement | ||||||||||||||||||||
Set Up | Walk through with MC/Speaker/ Entertainment | ||||||||||||||||||||
Set Up | Have VIP/Stakeholder/ Speaker/MC gifts on hand | ||||||||||||||||||||
Set Up | AV set up and soundcheck per Run Sheet schedule | ||||||||||||||||||||
Set Up | Ensure green room has all requirements per the talent's F&B rider | ||||||||||||||||||||
Set Up | Room dismantle | ||||||||||||||||||||
POST EVENT | |||||||||||||||||||||
Evaluation | Guest / Speaker / Volunteer feedback | ||||||||||||||||||||
Evaluation | Guidelines for improvement next time eg ways to save time, budget or resources? | ||||||||||||||||||||
Evaluation | Thank You’s – Exhibitors/Patrons, Sponsors, Stakeholders, Volunteers, speakers and committee | ||||||||||||||||||||
Evaluation | Stakeholder meeting - was the event on-brief? | ||||||||||||||||||||
Catering | Pay remaining catering fees | ||||||||||||||||||||
MC/Speaker | Pay remaining MC/ Speaker fees (if not already done so. This will vary for each MC/ Speaker contract) | ||||||||||||||||||||
Entertainment | Pay outstanding fees (if not already done so. This will vary for each contract) | ||||||||||||||||||||
AV/Lighting/Staging | Pay remaining AV/Lighting/Staging fees (if not already done so) | ||||||||||||||||||||
EVENT PLANNING TEMPLATE | |||||||||||||||||||||
90 DAY LEAD TIME | |||||||||||||||||||||
Event Title: | [INSERT HERE] | ||||||||||||||||||||
Date of Event: | [INSERT HERE] | ||||||||||||||||||||
Time of Event: | [INSERT HERE] | ||||||||||||||||||||
Location of Event: | [INSERT ADDRESS HERE] | ||||||||||||||||||||
Event Organiser and Contact No. | [INSERT HERE] | ||||||||||||||||||||
Today's Date: | Sunday August 14, 2022 | ||||||||||||||||||||
CATEGORY | TASK | RESPONSIBILITY | DUE DATE | COMPLETED (Y/ N?) | NOTES | ||||||||||||||||
60-90 DAYS UNTIL THE EVENT | |||||||||||||||||||||
The Event | Define purpose of the event | ||||||||||||||||||||
The Event | Define event format (eg cocktail party, awards night etc) and theme | ||||||||||||||||||||
The Event | Set date | ||||||||||||||||||||
The Event | Prepare budget spreadsheet. Allocate costs for MC/Speaker, entertainment, flights/ accommodation/transfers, AV/ lighting, venue hire, catering, marketing, gifts, theming etc | ||||||||||||||||||||
The Event | Prepare guest list | ||||||||||||||||||||
The Event | Engage professional photographer if required | ||||||||||||||||||||
Venue | Investigate venue options (availability, capacity, cost, is catering available, AV/lighting/staging provisions, parking etc) | ||||||||||||||||||||
Venue | Book venue, sign contract and pay deposit | ||||||||||||||||||||
Venue | Confirm venue layout/ floor plan options. | ||||||||||||||||||||
Catering | Define catering requirements/ service style (eg canapes, sit down meal etc) | ||||||||||||||||||||
Catering | Book external caterer (if required), sign contract and pay deposit | ||||||||||||||||||||
Catering | Employ wait staff if required | ||||||||||||||||||||
Catering | Hire glassware and crockery if required | ||||||||||||||||||||
MC/Speaker | Decide if MC/ Speaker is required, and create a shortlist of desired talent | ||||||||||||||||||||
MC/Speaker | Engage Speakers Bureau to manage MC/Speaker | ||||||||||||||||||||
MC/Speaker | Confirm availability and total cost (including travel/accommodation/ transfers/ F&B rider requirements etc) | ||||||||||||||||||||
MC/Speaker | Engage Speakers Bureau or MC/ Speaker direct through a contract and pay deposit | ||||||||||||||||||||
MC/Speaker | Obtain F&B rider (includes all meals/refreshments during the event and for the green room). Identify any special dietary requirements and confirm with caterer | ||||||||||||||||||||
MC/Speaker | Confirm Tech Rider ie. AV/Lighting requirements (lectern, handheld -v- lapel microphone etc) | ||||||||||||||||||||
Entertainment | Decide if entertainment is required. Options may include roving, magician, comedian, live band, musician, DJ, impersonator etc. Single or multiple entertainers? | ||||||||||||||||||||
Entertainment | Is a Welcome to Country required? | ||||||||||||||||||||
Entertainment | Engage a Talent Agency to suggest talent type and manage the entertainment | ||||||||||||||||||||
Entertainment | Confirm availability and total cost (including travel/accommodation/ transfers/ F&B rider requirements etc) | ||||||||||||||||||||
Entertainment | Engage Talent Agency/entertainer through a contract and pay deposit | ||||||||||||||||||||
Entertainment | Obtain Tech Rider from musician/ entertainer/live band | ||||||||||||||||||||
Entertainment | Obtain F&B rider (includes all meals/refreshments during the event and for the green room). Identify any special dietary requirements and confirm with caterer | ||||||||||||||||||||
Entertainment | Confirm staging requirements | ||||||||||||||||||||
AV/Lighting/Staging | Determine what AV/lighting/staging is provided by the venue (PA, microphone system (lapel or handheld), lighting, video, projection screens, staging lectern etc) | ||||||||||||||||||||
AV/Lighting/Staging | Make a list of A/V equipment needed by all presenters and entertainers, and cross check against venue capabilities | ||||||||||||||||||||
AV/Lighting/Staging | Hire additional AV/lighting/staging if required through external A/V supplier. Sign contract and pay deposit | ||||||||||||||||||||
AV/Lighting/Staging | Book Backline, sign contract and pay deposit | ||||||||||||||||||||
Promotion/ Signage | Design and create invitations (or brief your PR/ad agency who can do this for you) | ||||||||||||||||||||
Promotion/ Signage | Send invitations to guests | ||||||||||||||||||||
Promotion/ Signage | Promote your event as required through your company website, email and social media, keeping all design elements consistent | ||||||||||||||||||||
Promotion/ Signage | Organise welcome signage, directional signage, lanyards, corporate banners as required | ||||||||||||||||||||
Promotion/ Signage | Determine whether sponsorship is required, and whether additional sponsors are needed. | ||||||||||||||||||||
30-60 DAYS UNTIL THE EVENT | |||||||||||||||||||||
The Event | Ensure Insurance Certificates are up to date eg public liability insurance | ||||||||||||||||||||
The Event | Develop risk assessment plan (eg emergency exits, emergency contacts, first aid, security needed?) | ||||||||||||||||||||
Venue | Organise decorations for the room and table centrepieces as required. |
||||||||||||||||||||
Venue | Confirm how guests will access the venue eg public transport, paid parking etc. Make arrangements for special transport if required eg bus | ||||||||||||||||||||
Venue | Confirm green room facilities. Are they sufficient for the talent? Will they need to share? | ||||||||||||||||||||
Catering | Set the menu | ||||||||||||||||||||
MC/Speaker | Brief the Speaker - confirm corporate goals, event format, audience, key messages, any no no's | ||||||||||||||||||||
MC/Speaker | Book flights/ accommodation/ transfers as required. Send itinerary to the MC/ Speaker | ||||||||||||||||||||
Entertainment | Book flights/ accommodation/ transfers as required. Send itinerary to the entertainer | ||||||||||||||||||||
Entertainment | Confirm costume/ attire - does it fit with event theme? Adjust if required | ||||||||||||||||||||
AV/Lighting/Staging | Have the musician/ entertainer speak with the venue's AV technician to confirm AV/lighting details | ||||||||||||||||||||
Promotion/ Signage | Prepare directional and welcome signage (ie branding/graphics/content) | ||||||||||||||||||||
Promotion/ Signage | Send directional and welcome signage to the printer | ||||||||||||||||||||
14-30 DAYS UNTIL THE EVENT | |||||||||||||||||||||
Venue | Determine a seating plan if needed (eg for sit down dinner) | ||||||||||||||||||||
Venue | Ensure adequate staff are available from the venue, or within your company to assist with the running of the event | ||||||||||||||||||||
Venue | Confirm whether separate VIP/stakeholder access and/or parking is required. If so, arrange with venue and notify guests | ||||||||||||||||||||
Catering | Inform the caterer of any special dietary requirements (guests and talent) | ||||||||||||||||||||
MC/Speaker | Obtain biography and any preferred introduction for use at the event | ||||||||||||||||||||
MC/Speaker | Confirm soundcheck/ rehearsal time | ||||||||||||||||||||
MC/Speaker | Purchase gifts for the MC/ Speaker if required | ||||||||||||||||||||
Entertainment | Allocate a green room and confirm access time. Prepare a Green Room Access Schedule if talent are sharing the Green Room | ||||||||||||||||||||
Entertainment | Confirm soundcheck or rehearsal time | ||||||||||||||||||||
AV/Lighting/Staging | Arrange loading dock for additional AV to be delivered to venue (if required) | ||||||||||||||||||||
7-14 DAYS UNTIL THE EVENT | |||||||||||||||||||||
Venue | Confirm loading dock logistics for caterers, talent etc to bump in/out | ||||||||||||||||||||
Catering | Confirm bump in time (ie catering arrival) | ||||||||||||||||||||
Run Sheet | Prepare a draft Event Run Sheet for the event, outlining items such as venue access, bump in/out schedule/ meal service times/ entertainment schedule etc | ||||||||||||||||||||
Run Sheet | Schedule MC/Speaker/Entertainer meal time to coincide with break times. Update runsheet accordingly | ||||||||||||||||||||
Run Sheet | Ensure sound check included in run sheet and inform MC/ musician/ entertainer accordingly | ||||||||||||||||||||
Entertainment | Provide floor plan, run sheet and contact for the day | ||||||||||||||||||||
7 DAYS UNTIL THE EVENT | |||||||||||||||||||||
The Event | Collate RSVPs to confirm final numbers | ||||||||||||||||||||
The Event | Print name tags if required | ||||||||||||||||||||
Run Sheet | Update the run sheet and distribute to all parties, together with the floor plan and contact names/numbers for the day | ||||||||||||||||||||
Catering | Confirm final pax attending, and any special dietary requirements (guests and talent) | ||||||||||||||||||||
Catering | Confirm loading dock availability | ||||||||||||||||||||
MC/Speaker | Confirm transfer or parking arrangements for the event | ||||||||||||||||||||
Entertainment | Confirm transfer or parking arrangements for the event | ||||||||||||||||||||
1 DAY UNTIL THE EVENT | |||||||||||||||||||||
The Event | Finalise parking arrangement for talent and contractors with the venue. Notify contractors accordingly | ||||||||||||||||||||
Run Sheet | Make any final adjustments to the run sheet and distribute | ||||||||||||||||||||
AV/Lighting/Staging | Undertake sound check prior to event | ||||||||||||||||||||
DAY OF THE EVENT | |||||||||||||||||||||
Run Sheet | Communicate last minute run sheet changes as needed | ||||||||||||||||||||
Set Up | Room set up (tables, chairs, lectern, AV, lighting, lectern etc) | ||||||||||||||||||||
Set Up | Prepare registration desk (if required) | ||||||||||||||||||||
Set Up | Display name tags | ||||||||||||||||||||
Set Up | Signage placement | ||||||||||||||||||||
Set Up | Walk through with MC/Speaker/ Entertainment | ||||||||||||||||||||
Set Up | Have VIP/Stakeholder/ Speaker/MC gifts on hand | ||||||||||||||||||||
Set Up | AV set up and soundcheck per Run Sheet schedule | ||||||||||||||||||||
Set Up | Ensure green room has all requirements per the talent's F&B rider | ||||||||||||||||||||
Set Up | Room dismantle | ||||||||||||||||||||
FOLLOW UP | |||||||||||||||||||||
Evaluation | Guest / Speaker / Volunteer feedback | ||||||||||||||||||||
Evaluation | Thank You’s – Exhibitors/Patrons, Sponsors, Stakeholders, Volunteers, speakers and committee | ||||||||||||||||||||
Evaluation | Stakeholder meeting - was the event on-brief? | ||||||||||||||||||||
Catering | Pay remaining catering fees | ||||||||||||||||||||
MC/Speaker | Pay remaining MC/ Speaker fees (if not already done so. This will vary for each MC/ Speaker contract) | ||||||||||||||||||||
Entertainment | Pay outstanding fees (if not already done so. This will vary for each contract) | ||||||||||||||||||||
AV/Lighting/Staging | Pay remaining AV/Lighting/Staging fees (if not already done so) | ||||||||||||||||||||
no reviews yet
Please Login to review.